|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.21B |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.35% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
16.31% |
| 5y Avg Return: |
2.13% |
| Rank in Category (ytd): |
686 |
| % Rank in Category (ytd): |
80.9% |
| Beta (3y): |
1.28 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks capital appreciation. The fund invests for the long term primarily in equity and debt securities of U.S. growth companies of any size. It establishes long positions in securities that the Adviser believes have favorable price-to-value characteristics based on the Adviser?s assessment of their prospects for future growth and profitability, competitive advantages and their potential to increase in value 100% within four subsequent years. The fund is nondiversified. |
|
| Fund Profile |
|
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